Pathstone Family Office’s LHC Group LLC LHCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,486
Closed -$1.84M 1548
2022
Q4
$1.84M Sell
11,486
-1,814
-14% -$291K 0.02% 523
2022
Q3
$2.18M Buy
13,300
+5,472
+70% +$895K 0.02% 411
2022
Q2
$1.22M Buy
7,828
+2,014
+35% +$314K 0.03% 304
2022
Q1
$1.02M Buy
5,814
+1,782
+44% +$313K 0.02% 322
2021
Q4
$553K Sell
4,032
-2,871
-42% -$394K 0.01% 522
2021
Q3
$1.08M Buy
6,903
+1,030
+18% +$162K 0.03% 272
2021
Q2
$1.18M Buy
5,873
+2,171
+59% +$435K 0.04% 233
2021
Q1
$708K Buy
3,702
+3,698
+92,450% +$707K 0.02% 275
2020
Q4
$1K Hold
4
﹤0.01% 1104
2020
Q3
$1K Sell
4
-4
-50% -$1K ﹤0.01% 777
2020
Q2
$2K Buy
+8
New +$2K ﹤0.01% 653